SHADAE REID
Brooklyn,NY
Summary
Dedicated tax professional with over 7 years of expertise in preparing individual and small business tax returns, alongside tax planning. Known for building strong client relationships through personalized financial guidance and community outreach, while currently pursuing a Master of Public Administration.
Overview
6
6
years of professional experience
Work History
Ambassador Expert
Intuit
New York, New York
12.2025 - Current
- Represent TurboTax within the local community through outreach events, customer education, and brand engagement.
- Educate individuals and small business owners on tax preparation, financial literacy, and available TurboTax solutions.
- Build relationships with prospective customers while promoting customer loyalty and trust.
- Assist with community events, marketing initiatives, and customer acquisition efforts.
- Deliver exceptional in-person customer experiences while supporting TurboTax's mission of helping customers achieve financial success.
Senior Tax Specialist / Client Service Professional
H&R Block
10.2020 - Current
- Prepared and reviewed individual federal and state income tax returns.
- Assisted clients with tax planning, deductions, credits, and tax-saving opportunities.
- Resolved complex tax issues while maintaining compliance with IRS and state tax regulations.
- Built long-term client relationships through outstanding customer service and personalized tax guidance.
- Educated clients on financial decisions and future tax planning strategies.
- Collaborated with team members to improve workflow efficiency and client satisfaction.
Tax Associate
Intuit
online, NY
01.2025 - 06.2025
- Prepared federal and state tax returns using TurboTax software, ensuring accuracy and compliance with regulations.
- Reviewed prior-year returns to identify tax-saving opportunities, contributing to client savings and compliance assurance.
- Researched tax laws and regulations to resolve client questions and complex tax situations.
- Conducted virtual client consultations to gather tax information and clarify filing requirements, enhancing client understanding.
- Managed multiple client engagements while maintaining exceptional customer satisfaction.
Education
Bachelor of Science - Business Management
Monroe University
12-2025
Associate of Science - Accounting
Monroe University
12-2024
Master of Public Administration (MPA) -
Monroe University
06-2026
Skills
- Tax preparation
- Tax research
- Financial education
- Business development
- Lead generation
- Customer service
- Client relationship management
- Networking strategies
- Public speaking
- Community outreach
- Microsoft Office Suite
Affiliations
National Society of Leadership and Success (NSLS)
Professional Highlights
- Dedicated tax professional with 7+ years of experience preparing individual and small business tax returns, providing tax planning, and delivering exceptional customer service.
- Experienced in building lasting client relationships through personalized financial guidance and community outreach.
- Founder of VirtueWise Tax Services, current Ambassador Expert with Intuit, and currently pursuing a Master of Public Administration at Monroe University.
Contact
https://bold.pro/my/shadae-reid-260625204042/483r
Education
true
Timeline
Ambassador Expert
Intuit
12.2025 - Current
Tax Associate
Intuit
01.2025 - 06.2025
Senior Tax Specialist / Client Service Professional
H&R Block
10.2020 - Current
Bachelor of Science - Business Management
Monroe University
Associate of Science - Accounting
Monroe University
Master of Public Administration (MPA) -
Monroe University